← Rating-your-advisory-team.pdf

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Rating Your Advisory Team

Example Questions to Ask potential members of your advisory team.

Advisor's Name and Title:

A scale of 1-5 with 1 being low, and 5 high. 1 2 3 4 5

Experience working with this scenario? ~o ~o ~o ~o ~o ~o

Can the advisor provide references from other farms or businesses they have worked with? ~o ~o ~o ~o ~o ~o

How long have they been working in this field? ~o ~o ~o ~o ~o ~o

What professional credentials do they hold? ~o ~o ~o ~o ~o ~o

How long would it take to complete the process? ~o ~o ~o ~o ~o ~o

Do they have any samples/example plans used with other clients that can be reviewed? ~o ~o ~o ~o ~o ~o

Can you please provide a clear breakdown of your fee structure? ~o ~o ~o ~o ~o ~o

What is your comfort level working with this person? ~o ~o ~o ~o ~o ~o

How would you rate your family members working well with this person after you are gone? ~o ~o ~o ~o ~o ~

Cooperative Extension Program